Metadata and RM - White Paper

Metadata: a better way to help users find electronic records

Wednesday, July 23, 2014

Helping users find electronic records is big challenge, regardless of whether those records are stored on a shared drive, in the cloud, or in an electronic document and records management system (EDRMS). Since there are a number of different ways users can find electronic records, we thought we would compare a few of the more common methods to help you decide which one is best for your situation and needs. Continue reading

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How to manage records during a corporate move – part 2

Wednesday, July 16, 2014

In last week’s blog post we started to tackle the massive challenge of managing records during a corporate move. As we learned, there are some essential steps to take before the move begins. These include auditing the individual collections being moved, updating your records governance policies and reducing the volume of records being moved. With those measures in place, it’s time to consider how you’ll manage records during and after the move. Unfortunately, records management can’t step back at this point and leave the process entirely in the hands of the moving company. It is essential that we take a guiding role by bringing clear procedures and tools to the process. Continue reading

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How to manage records during a corporate move – part 1

Thursday, July 10, 2014

Corporate moves are the kind of thing that send a shiver down the spine of most records managers. As far as RIM challenges go, corporate moves are on the scale of “seismic” events – full of major upheavals and plenty of risks. If your organization is planning a move, the only way to ensure success is to take a proven, methodical approach. In a two-part blog post we will outline the best practices you can use to minimize risk and keep records accessible before, during and after the move. Continue reading

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